CAT vs CRWD: Which Is the Better Buy?
Side-by-side comparison of Caterpillar Inc. and CrowdStrike Holdings, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-13.
Caterpillar Inc. · Industrials
$912.14
-47.9% upside to fair value
Grade D
High Quality
VS
CrowdStrike Holdings, Inc. · Technology
$436.32
+34.6% upside to fair value
Grade B
QuantHub Verdict
CRWD has more upside to fair value
(+34.6%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CAT |
CRWD |
| Current Price |
$912.14 |
$436.32 |
| Fair Value Estimate |
$475.00 |
$587.16 |
| Upside to Fair Value |
-47.9%
|
+34.6%
|
| Market Cap |
$420.2B |
$110.7B |
| Forward P/E |
44.9x
|
-601.6x
|
| EV / EBITDA |
30.0x
|
951.5x
|
| Price / Sales |
5.9x
|
23.0x
|
| Price / FCF |
36.7x
|
89.3x
|
| Revenue Growth YoY |
+22.2%
|
+23.3%
|
| Gross Margin |
32.5%
|
74.9%
|
| Operating Margin |
16.6%
|
-5.4%
|
| Return on Equity |
47.5%
|
-4.7%
|
| Dividend Yield |
1.5% |
0% |
| FCF Yield |
2.73%
|
1.12%
|
| Analyst Consensus |
Hold
|
Buy
|
Investment Thesis
Caterpillar is the world's leading manufacturer of construction and mining equipment, with diversified revenue across Construction Industries, Resource Industries, Energy & Transportation, and Cat Financial. Q1 2026 results reported April 30 showed revenue of $17.4 billion (+22.2% YoY) and EPS of $5.50 (+30.3% YoY), driven by powerful demand from data center build-outs (large engine and power gen…
CrowdStrike Holdings, Inc. is a leading cybersecurity company specializing in cloud-based endpoint protection and threat intelligence, with a dominant subscription revenue model accounting for over 95% of total revenue. The business quality is medium due to strong revenue growth of 23.3% in the most recent quarter and a robust earnings growth of 141.9% in the same period, supported by a high gros…
Accumulation Zones
| Metric |
CAT |
CRWD |
| Zone Low |
$356.00 |
$440.37 |
| Zone High |
$404.00 |
$499.09 |
| In Buy Zone? |
No
|
Yes
|